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Bart Ballinger

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Bart Ballinger

Senior Vice President, Regional Sales Director | USI Consulting Group

Pasadena, California, United States

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Bart Ballinger

Summary

Bart Ballinger is a seasoned professional in the financial services sector, currently serving as a Partner and Senior Vice President at USI Consulting Group. With extensive experience in retirement planning and investment management, he excels in building long-term relationships with plan sponsors and clients. His proactive approach is complemented by a deep understanding of ERISA regulations and market trends, which allows him to provide tailored solutions that meet the unique needs of his clients. Bart's career spans over two decades, during which he has held various leadership roles at prominent organizations such as Fidelity Investments and Wells Fargo. He possesses a strong background in sales and business development, particularly in the realm of retirement and employee benefits. Bart is also known for his innovative strategies that integrate health and wealth benefits, enhancing the overall value for clients. He holds a Bachelor of Applied Science in Business Administration and Industrial Relations from California State University-Chico, which laid the foundation for his successful career in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Bart Ballinger

Work Experience

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Senior Vice President, Regional Sales Director at

USI Consulting Group

March 2018 - Present

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Vice President of Sales at

Manning & Napier

May 2016 - March 2018

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Director, Intermediary Relations at

Empower

September 2014 - January 2016

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Vice President, Institutional Retirement & Investment Sales at

J.P. Morgan Asset Management

January 2009 - September 2014

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Vice President, Large Market Sales at

Wells Fargo

January 2000 - January 2009

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Vice President at

Fidelity Investments

January 1996 - January 1999

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Bart Ballinger

Education

California State University, Chico, Bachelor Of Applied Science (B.A.Sc.)

Frequently Asked Questions about Bart Ballinger

What is Bart Ballinger email address?

Bart Ballinger's primary email address is **************@usicg.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bart Ballinger work for?

Bart Ballinger is a Senior Vice President, Regional Sales Director at USI Consulting Group, a company specializing in Monetary Authorities-Central Bank.

Where Bart Ballinger graduated from?

Bart Ballinger holds a degree in Business Administration And Industrial Relations from California State University, Chico.

How can I directly contact Bart Ballinger?

To contact Bart Ballinger directly, you can use the email address **************@usicg.com. Complete contact information is available upon registration with Muraena.

Who is Bart Ballinger?

Bart Ballinger is a seasoned professional in the financial services sector, currently serving as a Partner and Senior Vice President at USI Consulting Group. With extensive experience in retirement planning and investment management, he excels in building long-term relationships with plan sponsors and clients. His proactive approach is complemented by a deep understanding of ERISA regulations and market trends, which allows him to provide tailored solutions that meet the unique needs of his clients. Bart's career spans over two decades, during which he has held various leadership roles at prominent organizations such as Fidelity Investments and Wells Fargo. He possesses a strong background in sales and business development, particularly in the realm of retirement and employee benefits. Bart is also known for his innovative strategies that integrate health and wealth benefits, enhancing the overall value for clients. He holds a Bachelor of Applied Science in Business Administration and Industrial Relations from California State University-Chico, which laid the foundation for his successful career in finance.

Bart`s contact details

mail

**************@usicg.com

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